View ValuationGMB 将来の成長Future 基準チェック /06現在、 GMBの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Auto Components 収益成長10.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • May 16+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales to be JPY 107,000 million, operating profit to be JPY 3,700 million, net income to be JPY 1,000 million and basic earnings per share to be JPY 188.85.お知らせ • Nov 15+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 87,000 million, operating profit to be JPY 600 million, net income to be JPY 900 million and basic earnings per share to be JPY 170.52.お知らせ • May 21+ 3 more updatesGMB Corporation Provides Earnings Guidance for the Fiscal Year Ended March 31, 2023GMB Corporation provided earnings guidance for the fiscal year ended March 31, 2023. For the year, the company expects Net sales to be JPY 80,000 million, Operating profit to be JPY 1,200 million, Net income to be JPY 300 million and Basic earnings per share to be JPY 56.92.すべての更新を表示Recent updatesお知らせ • Jun 26GMB Corporation to Report Q1, 2027 Results on Aug 07, 2026GMB Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Buy Or Sell Opportunity • Jun 11Now 21% overvaluedOver the last 90 days, the stock has fallen 2.0% to JP¥920. The fair value is estimated to be JP¥763, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Meanwhile, the company became loss making.New Risk • Jun 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 28% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥4.91b market cap, or US$30.7m).Reported Earnings • May 21Full year 2026 earnings released: JP¥195 loss per share (vs JP¥112 profit in FY 2025)Full year 2026 results: JP¥195 loss per share (down from JP¥112 profit in FY 2025). Revenue: JP¥105.3b (up 1.5% from FY 2025). Net loss: JP¥1.04b (down 275% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • May 18GMB Corporation, Annual General Meeting, Jun 19, 2026GMB Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • May 10GMB Corporation to Report Fiscal Year 2026 Results on May 18, 2026GMB Corporation announced that they will report fiscal year 2026 results on May 18, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥82.97 (vs JP¥1.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥82.97 (up from JP¥1.70 in 3Q 2025). Revenue: JP¥27.0b (up 7.9% from 3Q 2025). Net income: JP¥442.0m (up JP¥433.0m from 3Q 2025). Profit margin: 1.6% (up from 0% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.分析記事 • Dec 25GMB (TSE:7214) Is Paying Out A Dividend Of ¥20.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend on the 30th of June, with investors...お知らせ • Dec 24GMB Corporation to Report Q3, 2026 Results on Feb 13, 2026GMB Corporation announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Dec 03GMB (TSE:7214) Is Due To Pay A Dividend Of ¥20.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend of ¥20.00 per share on the 30th of...Declared Dividend • Dec 03First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥34.20 (vs JP¥49.75 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥34.20 (up from JP¥49.75 loss in 2Q 2025). Revenue: JP¥26.6b (down 2.2% from 2Q 2025). Net income: JP¥182.0m (up JP¥446.0m from 2Q 2025). Profit margin: 0.7% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.分析記事 • Sep 26GMB's (TSE:7214) Dividend Will Be ¥20.00GMB Corporation's ( TSE:7214 ) investors are due to receive a payment of ¥20.00 per share on 3rd of December. The...お知らせ • Sep 26GMB Corporation to Report Q2, 2026 Results on Nov 14, 2025GMB Corporation announced that they will report Q2, 2026 results on Nov 14, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).分析記事 • Aug 13GMB (TSE:7214) Has Affirmed Its Dividend Of ¥20.00GMB Corporation ( TSE:7214 ) will pay a dividend of ¥20.00 on the 3rd of December. Based on this payment, the dividend...Reported Earnings • Aug 11First quarter 2026 earnings released: JP¥74.41 loss per share (vs JP¥130 profit in 1Q 2025)First quarter 2026 results: JP¥74.41 loss per share (down from JP¥130 profit in 1Q 2025). Revenue: JP¥24.5b (down 1.2% from 1Q 2025). Net loss: JP¥395.0m (down 157% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 09Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (204% earnings payout ratio). However, it is well covered by cash flows (35% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 127% to bring the payout ratio under control, which is more than the 36% EPS growth achieved over the last 5 years.お知らせ • Jun 21GMB Corporation to Report Q1, 2026 Results on Aug 08, 2025GMB Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥112 (vs JP¥77.05 in FY 2024)Full year 2025 results: EPS: JP¥112 (up from JP¥77.05 in FY 2024). Revenue: JP¥103.7b (up 7.7% from FY 2024). Net income: JP¥592.0m (up 45% from FY 2024). Profit margin: 0.6% (up from 0.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • May 15GMB Corporation, Annual General Meeting, Jun 27, 2025GMB Corporation, Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Mar 21GMB's (TSE:7214) Dividend Will Be ¥20.00GMB Corporation's ( TSE:7214 ) investors are due to receive a payment of ¥20.00 per share on 24th of June. This will...お知らせ • Mar 20GMB Corporation to Report Fiscal Year 2025 Results on May 15, 2025GMB Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025分析記事 • Feb 20GMB (TSE:7214) Is Due To Pay A Dividend Of ¥20.00GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend of ¥20.00 per share on the 24th of June. This...Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥1.70 (vs JP¥3.21 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.70 (up from JP¥3.21 loss in 3Q 2024). Revenue: JP¥25.1b (flat on 3Q 2024). Net income: JP¥9.00m (up JP¥26.0m from 3Q 2024). Profit margin: 0% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Jan 13GMB (TSE:7214) Has Announced A Dividend Of ¥20.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend on the 24th of June, with investors...分析記事 • Dec 19GMB (TSE:7214) Has Announced A Dividend Of ¥20.00GMB Corporation ( TSE:7214 ) will pay a dividend of ¥20.00 on the 24th of June. This takes the dividend yield to 4.0...お知らせ • Dec 19GMB Corporation to Report Q3, 2025 Results on Feb 14, 2025GMB Corporation announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Dec 04GMB's (TSE:7214) Dividend Will Be ¥20.00GMB Corporation ( TSE:7214 ) will pay a dividend of ¥20.00 on the 24th of June. This takes the dividend yield to 4.0...Declared Dividend • Dec 04First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 4.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings). However, it is well covered by cash flows (20% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 579% to bring the payout ratio under control, which is more than the 50% EPS growth achieved over the last 5 years.お知らせ • Sep 24GMB Corporation to Report Q2, 2025 Results on Nov 14, 2024GMB Corporation announced that they will report Q2, 2025 results on Nov 14, 2024分析記事 • Sep 24GMB's (TSE:7214) Upcoming Dividend Will Be Larger Than Last Year'sGMB Corporation's ( TSE:7214 ) dividend will be increasing from last year's payment of the same period to ¥20.00 on 4th...Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%).Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥130 (vs JP¥108 in 1Q 2024)First quarter 2025 results: EPS: JP¥130 (up from JP¥108 in 1Q 2024). Revenue: JP¥24.8b (up 11% from 1Q 2024). Net income: JP¥688.0m (up 21% from 1Q 2024). Profit margin: 2.8% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 06GMB Corporation (TSE:7214) Shares May Have Slumped 40% But Getting In Cheap Is Still UnlikelyGMB Corporation ( TSE:7214 ) shares have had a horrible month, losing 40% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,180, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 30% over the past three years.分析記事 • Jul 26GMB (TSE:7214) Is Paying Out A Larger Dividend Than Last YearGMB Corporation ( TSE:7214 ) will increase its dividend from last year's comparable payment on the 4th of December to...分析記事 • Jul 12GMB (TSE:7214) Will Pay A Larger Dividend Than Last Year At ¥20.00GMB Corporation ( TSE:7214 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Jul 11Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 33% higher than last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥77.05 (vs JP¥230 in FY 2023)Full year 2024 results: EPS: JP¥77.05 (down from JP¥230 in FY 2023). Revenue: JP¥96.3b (up 11% from FY 2023). Net income: JP¥408.0m (down 66% from FY 2023). Profit margin: 0.4% (down from 1.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 27GMB Corporation to Report Q1, 2025 Results on Aug 09, 2024GMB Corporation announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • Jun 21GMB (TSE:7214) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,551, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 63% over the past three years.Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥77.05 (vs JP¥230 in FY 2023)Full year 2024 results: EPS: JP¥77.05 (down from JP¥230 in FY 2023). Revenue: JP¥96.3b (up 11% from FY 2023). Net income: JP¥408.0m (down 66% from FY 2023). Profit margin: 0.4% (down from 1.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.分析記事 • May 21What GMB Corporation's (TSE:7214) 30% Share Price Gain Is Not Telling YouGMB Corporation ( TSE:7214 ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...お知らせ • May 17GMB Corporation, Annual General Meeting, Jun 21, 2024GMB Corporation, Annual General Meeting, Jun 21, 2024.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,334, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 48% over the past three years.お知らせ • May 16+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales to be JPY 107,000 million, operating profit to be JPY 3,700 million, net income to be JPY 1,000 million and basic earnings per share to be JPY 188.85.お知らせ • Mar 30GMB Corporation to Report Fiscal Year 2024 Results on May 15, 2024GMB Corporation announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).分析記事 • Feb 27GMB (TSE:7214) Has Announced A Dividend Of ¥15.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend on the 26th of June, with investors...Reported Earnings • Feb 16Third quarter 2024 earnings released: JP¥3.21 loss per share (vs JP¥32.89 profit in 3Q 2023)Third quarter 2024 results: JP¥3.21 loss per share (down from JP¥32.89 profit in 3Q 2023). Revenue: JP¥25.1b (up 11% from 3Q 2023). Net loss: JP¥17.0m (down 110% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 23GMB Corporation to Report Q3, 2024 Results on Feb 14, 2024GMB Corporation announced that they will report Q3, 2024 results on Feb 14, 2024Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,381, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 134% over the past three years.New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 2.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.7% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.8% net profit margin). Market cap is less than US$100m (JP¥9.59b market cap, or US$63.3m).Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,712, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 177% over the past three years.お知らせ • Sep 29GMB Corporation to Report Q2, 2024 Results on Nov 10, 2023GMB Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 9.0% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,060, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 249% over the past three years.Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥108 (vs JP¥116 in 1Q 2023)First quarter 2024 results: EPS: JP¥108 (down from JP¥116 in 1Q 2023). Revenue: JP¥22.4b (up 12% from 1Q 2023). Net income: JP¥571.0m (down 6.2% from 1Q 2023). Profit margin: 2.6% (down from 3.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,571, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 174% over the past three years.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,576, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 208% over the past three years.お知らせ • Jun 26GMB Corporation to Report Q1, 2024 Results on Aug 14, 2023GMB Corporation announced that they will report Q1, 2024 results on Aug 14, 2023Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,238, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 244% over the past three years.Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,238, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 95% over the past three years.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥230 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥230 (up from JP¥125 in FY 2022). Revenue: JP¥87.2b (up 22% from FY 2022). Net income: JP¥1.21b (up 84% from FY 2022). Profit margin: 1.4% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 16GMB Corporation, Annual General Meeting, Jun 23, 2023GMB Corporation, Annual General Meeting, Jun 23, 2023.Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,749, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 190% over the past three years.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,201, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 110% over the past three years.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥952, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 96% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 3.3% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥819, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 17% over the past three years.Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥32.89 (vs JP¥33.39 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.89 (down from JP¥33.39 in 3Q 2022). Revenue: JP¥22.5b (up 32% from 3Q 2022). Net income: JP¥174.0m (down 1.1% from 3Q 2022). Profit margin: 0.8% (down from 1.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 26GMB Corporation to Report Q3, 2023 Results on Feb 14, 2023GMB Corporation announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥125 (vs JP¥26.95 in 2Q 2022)Second quarter 2023 results: EPS: JP¥125 (up from JP¥26.95 in 2Q 2022). Revenue: JP¥21.5b (up 18% from 2Q 2022). Net income: JP¥663.0m (up 367% from 2Q 2022). Profit margin: 3.1% (up from 0.8% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Outside Director Noriaki Hadano was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 15+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 87,000 million, operating profit to be JPY 600 million, net income to be JPY 900 million and basic earnings per share to be JPY 170.52.お知らせ • Oct 31GMB Corporation to Report Q2, 2023 Results on Nov 14, 2022GMB Corporation announced that they will report Q2, 2023 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 9.9% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.1%).Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥116 (vs JP¥38.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥116 (up from JP¥38.62 in 1Q 2022). Revenue: JP¥20.0b (up 15% from 1Q 2022). Net income: JP¥609.0m (up 200% from 1Q 2022). Profit margin: 3.0% (up from 1.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jul 17GMB Corporation to Report Q1, 2023 Results on Aug 10, 2022GMB Corporation announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 23Full year 2022 earnings released: EPS: JP¥125 (vs JP¥60.02 loss in FY 2021)Full year 2022 results: EPS: JP¥125 (up from JP¥60.02 loss in FY 2021). Revenue: JP¥71.4b (up 24% from FY 2021). Net income: JP¥660.0m (up JP¥975.0m from FY 2021). Profit margin: 0.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 21+ 3 more updatesGMB Corporation Provides Earnings Guidance for the Fiscal Year Ended March 31, 2023GMB Corporation provided earnings guidance for the fiscal year ended March 31, 2023. For the year, the company expects Net sales to be JPY 80,000 million, Operating profit to be JPY 1,200 million, Net income to be JPY 300 million and Basic earnings per share to be JPY 56.92.お知らせ • May 19GMB Corporation to Report Fiscal Year 2022 Results on May 20, 2022GMB Corporation announced that they will report fiscal year 2022 results on May 20, 2022Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Full-Time Audit & Supervisory Board Member Makoto Miyauchi was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 5.6% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥33.39 (up from JP¥40.14 loss in 3Q 2021). Revenue: JP¥17.1b (up 15% from 3Q 2021). Net income: JP¥176.0m (up JP¥387.0m from 3Q 2021). Profit margin: 1.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 01+ 1 more updateGMB Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022GMB Corporation provided dividend guidance for the fiscal year ending March 31, 2022. The company expects to pay year-end dividend of JPY 10.00 per share for the fiscal year ending March 31, 2022, compared with JPY 0.00 per share paid for the fiscal year ended March 31, 2021.Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥26.95 (vs JP¥81.54 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥18.2b (up 61% from 2Q 2021). Net income: JP¥142.0m (up JP¥570.0m from 2Q 2021). Profit margin: 0.8% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、GMB は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:7214 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026105,280-1,035-2,5451,405N/A12/31/2025104,794388-2,6262,357N/A9/30/2025102,821-45-3,8182,090N/A6/30/2025103,415-491-2,7593,757N/A3/31/2025103,7125926086,833N/A12/31/2024102,172397436,801N/A9/30/2024102,199131,0396,391N/A6/30/202498,736525-6824,164N/A3/31/202496,291408-2,7692,154N/A12/31/202394,285569-3,527624N/A9/30/202391,724760-1,4992,421N/A6/30/202389,5461,175-1,5012,177N/A3/31/202387,1691,213-1223,420N/A12/31/202282,8001,585-2,4841,364N/A9/30/202277,3751,587-3,713-231N/A6/30/202274,0331,066-3,51082N/A3/31/202271,406660-4,592-958N/A12/31/202170,088938-2,609919N/A9/30/202167,825551-1,0012,477N/A6/30/202160,938-19-7682,356N/A3/31/202157,409-3151632,775N/A12/31/202056,567-9801,3824,075N/A9/30/202056,206-867-262,874N/A6/30/202060,048-9594894,056N/A3/31/202061,223-9101104,382N/A12/31/201961,505-992N/A2,219N/A9/30/201962,583-973N/A1,838N/A6/30/201964,008-124N/A2,570N/A3/31/201964,321226N/A2,758N/A12/31/201864,1351,014N/A3,722N/A9/30/201864,3921,427N/A4,028N/A6/30/201864,2681,574N/A3,745N/A3/31/201865,9571,742N/A4,930N/A12/31/201767,0641,820N/A5,166N/A9/30/201766,3051,876N/A5,277N/A6/30/201766,2451,754N/A5,956N/A3/31/201765,3501,444N/A5,803N/A12/31/201665,136-228N/A6,394N/A9/30/201665,710-1,065N/A6,161N/A6/30/201667,626-1,602N/A3,550N/A3/31/201668,536-1,697N/A1,963N/A12/31/201568,436-709N/A679N/A9/30/201568,548-90N/A1,031N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7214の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7214の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7214の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7214の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7214の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7214の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/02 13:26終値2026/07/02 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GMB Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Ken IrisawaMarusan Securities Co. Ltd.
お知らせ • May 16+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales to be JPY 107,000 million, operating profit to be JPY 3,700 million, net income to be JPY 1,000 million and basic earnings per share to be JPY 188.85.
お知らせ • Nov 15+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 87,000 million, operating profit to be JPY 600 million, net income to be JPY 900 million and basic earnings per share to be JPY 170.52.
お知らせ • May 21+ 3 more updatesGMB Corporation Provides Earnings Guidance for the Fiscal Year Ended March 31, 2023GMB Corporation provided earnings guidance for the fiscal year ended March 31, 2023. For the year, the company expects Net sales to be JPY 80,000 million, Operating profit to be JPY 1,200 million, Net income to be JPY 300 million and Basic earnings per share to be JPY 56.92.
お知らせ • Jun 26GMB Corporation to Report Q1, 2027 Results on Aug 07, 2026GMB Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Buy Or Sell Opportunity • Jun 11Now 21% overvaluedOver the last 90 days, the stock has fallen 2.0% to JP¥920. The fair value is estimated to be JP¥763, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Jun 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.8% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 28% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥4.91b market cap, or US$30.7m).
Reported Earnings • May 21Full year 2026 earnings released: JP¥195 loss per share (vs JP¥112 profit in FY 2025)Full year 2026 results: JP¥195 loss per share (down from JP¥112 profit in FY 2025). Revenue: JP¥105.3b (up 1.5% from FY 2025). Net loss: JP¥1.04b (down 275% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • May 18GMB Corporation, Annual General Meeting, Jun 19, 2026GMB Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • May 10GMB Corporation to Report Fiscal Year 2026 Results on May 18, 2026GMB Corporation announced that they will report fiscal year 2026 results on May 18, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 55% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥82.97 (vs JP¥1.70 in 3Q 2025)Third quarter 2026 results: EPS: JP¥82.97 (up from JP¥1.70 in 3Q 2025). Revenue: JP¥27.0b (up 7.9% from 3Q 2025). Net income: JP¥442.0m (up JP¥433.0m from 3Q 2025). Profit margin: 1.6% (up from 0% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
分析記事 • Dec 25GMB (TSE:7214) Is Paying Out A Dividend Of ¥20.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend on the 30th of June, with investors...
お知らせ • Dec 24GMB Corporation to Report Q3, 2026 Results on Feb 13, 2026GMB Corporation announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Dec 03GMB (TSE:7214) Is Due To Pay A Dividend Of ¥20.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend of ¥20.00 per share on the 30th of...
Declared Dividend • Dec 03First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time.
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥34.20 (vs JP¥49.75 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥34.20 (up from JP¥49.75 loss in 2Q 2025). Revenue: JP¥26.6b (down 2.2% from 2Q 2025). Net income: JP¥182.0m (up JP¥446.0m from 2Q 2025). Profit margin: 0.7% (up from net loss in 2Q 2025). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 26GMB's (TSE:7214) Dividend Will Be ¥20.00GMB Corporation's ( TSE:7214 ) investors are due to receive a payment of ¥20.00 per share on 3rd of December. The...
お知らせ • Sep 26GMB Corporation to Report Q2, 2026 Results on Nov 14, 2025GMB Corporation announced that they will report Q2, 2026 results on Nov 14, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%).
分析記事 • Aug 13GMB (TSE:7214) Has Affirmed Its Dividend Of ¥20.00GMB Corporation ( TSE:7214 ) will pay a dividend of ¥20.00 on the 3rd of December. Based on this payment, the dividend...
Reported Earnings • Aug 11First quarter 2026 earnings released: JP¥74.41 loss per share (vs JP¥130 profit in 1Q 2025)First quarter 2026 results: JP¥74.41 loss per share (down from JP¥130 profit in 1Q 2025). Revenue: JP¥24.5b (down 1.2% from 1Q 2025). Net loss: JP¥395.0m (down 157% from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 09Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (204% earnings payout ratio). However, it is well covered by cash flows (35% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 127% to bring the payout ratio under control, which is more than the 36% EPS growth achieved over the last 5 years.
お知らせ • Jun 21GMB Corporation to Report Q1, 2026 Results on Aug 08, 2025GMB Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥112 (vs JP¥77.05 in FY 2024)Full year 2025 results: EPS: JP¥112 (up from JP¥77.05 in FY 2024). Revenue: JP¥103.7b (up 7.7% from FY 2024). Net income: JP¥592.0m (up 45% from FY 2024). Profit margin: 0.6% (up from 0.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • May 15GMB Corporation, Annual General Meeting, Jun 27, 2025GMB Corporation, Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Mar 21GMB's (TSE:7214) Dividend Will Be ¥20.00GMB Corporation's ( TSE:7214 ) investors are due to receive a payment of ¥20.00 per share on 24th of June. This will...
お知らせ • Mar 20GMB Corporation to Report Fiscal Year 2025 Results on May 15, 2025GMB Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025
分析記事 • Feb 20GMB (TSE:7214) Is Due To Pay A Dividend Of ¥20.00GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend of ¥20.00 per share on the 24th of June. This...
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥1.70 (vs JP¥3.21 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.70 (up from JP¥3.21 loss in 3Q 2024). Revenue: JP¥25.1b (flat on 3Q 2024). Net income: JP¥9.00m (up JP¥26.0m from 3Q 2024). Profit margin: 0% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Jan 13GMB (TSE:7214) Has Announced A Dividend Of ¥20.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend on the 24th of June, with investors...
分析記事 • Dec 19GMB (TSE:7214) Has Announced A Dividend Of ¥20.00GMB Corporation ( TSE:7214 ) will pay a dividend of ¥20.00 on the 24th of June. This takes the dividend yield to 4.0...
お知らせ • Dec 19GMB Corporation to Report Q3, 2025 Results on Feb 14, 2025GMB Corporation announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Dec 04GMB's (TSE:7214) Dividend Will Be ¥20.00GMB Corporation ( TSE:7214 ) will pay a dividend of ¥20.00 on the 24th of June. This takes the dividend yield to 4.0...
Declared Dividend • Dec 04First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 4.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings). However, it is well covered by cash flows (20% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 579% to bring the payout ratio under control, which is more than the 50% EPS growth achieved over the last 5 years.
お知らせ • Sep 24GMB Corporation to Report Q2, 2025 Results on Nov 14, 2024GMB Corporation announced that they will report Q2, 2025 results on Nov 14, 2024
分析記事 • Sep 24GMB's (TSE:7214) Upcoming Dividend Will Be Larger Than Last Year'sGMB Corporation's ( TSE:7214 ) dividend will be increasing from last year's payment of the same period to ¥20.00 on 4th...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%).
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥130 (vs JP¥108 in 1Q 2024)First quarter 2025 results: EPS: JP¥130 (up from JP¥108 in 1Q 2024). Revenue: JP¥24.8b (up 11% from 1Q 2024). Net income: JP¥688.0m (up 21% from 1Q 2024). Profit margin: 2.8% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 06GMB Corporation (TSE:7214) Shares May Have Slumped 40% But Getting In Cheap Is Still UnlikelyGMB Corporation ( TSE:7214 ) shares have had a horrible month, losing 40% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,180, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 30% over the past three years.
分析記事 • Jul 26GMB (TSE:7214) Is Paying Out A Larger Dividend Than Last YearGMB Corporation ( TSE:7214 ) will increase its dividend from last year's comparable payment on the 4th of December to...
分析記事 • Jul 12GMB (TSE:7214) Will Pay A Larger Dividend Than Last Year At ¥20.00GMB Corporation ( TSE:7214 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Jul 11Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 33% higher than last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥77.05 (vs JP¥230 in FY 2023)Full year 2024 results: EPS: JP¥77.05 (down from JP¥230 in FY 2023). Revenue: JP¥96.3b (up 11% from FY 2023). Net income: JP¥408.0m (down 66% from FY 2023). Profit margin: 0.4% (down from 1.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 27GMB Corporation to Report Q1, 2025 Results on Aug 09, 2024GMB Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • Jun 21GMB (TSE:7214) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,551, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 63% over the past three years.
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥77.05 (vs JP¥230 in FY 2023)Full year 2024 results: EPS: JP¥77.05 (down from JP¥230 in FY 2023). Revenue: JP¥96.3b (up 11% from FY 2023). Net income: JP¥408.0m (down 66% from FY 2023). Profit margin: 0.4% (down from 1.4% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
分析記事 • May 21What GMB Corporation's (TSE:7214) 30% Share Price Gain Is Not Telling YouGMB Corporation ( TSE:7214 ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
お知らせ • May 17GMB Corporation, Annual General Meeting, Jun 21, 2024GMB Corporation, Annual General Meeting, Jun 21, 2024.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,334, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 9x in the Auto Components industry in Japan. Total returns to shareholders of 48% over the past three years.
お知らせ • May 16+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales to be JPY 107,000 million, operating profit to be JPY 3,700 million, net income to be JPY 1,000 million and basic earnings per share to be JPY 188.85.
お知らせ • Mar 30GMB Corporation to Report Fiscal Year 2024 Results on May 15, 2024GMB Corporation announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).
分析記事 • Feb 27GMB (TSE:7214) Has Announced A Dividend Of ¥15.00The board of GMB Corporation ( TSE:7214 ) has announced that it will pay a dividend on the 26th of June, with investors...
Reported Earnings • Feb 16Third quarter 2024 earnings released: JP¥3.21 loss per share (vs JP¥32.89 profit in 3Q 2023)Third quarter 2024 results: JP¥3.21 loss per share (down from JP¥32.89 profit in 3Q 2023). Revenue: JP¥25.1b (up 11% from 3Q 2023). Net loss: JP¥17.0m (down 110% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 23GMB Corporation to Report Q3, 2024 Results on Feb 14, 2024GMB Corporation announced that they will report Q3, 2024 results on Feb 14, 2024
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥1,381, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 134% over the past three years.
New Risk • Nov 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.8% Last year net profit margin: 2.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.7% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.4% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.8% net profit margin). Market cap is less than US$100m (JP¥9.59b market cap, or US$63.3m).
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,712, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 177% over the past three years.
お知らせ • Sep 29GMB Corporation to Report Q2, 2024 Results on Nov 10, 2023GMB Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 9.0% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥2,060, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 249% over the past three years.
Reported Earnings • Aug 16First quarter 2024 earnings released: EPS: JP¥108 (vs JP¥116 in 1Q 2023)First quarter 2024 results: EPS: JP¥108 (down from JP¥116 in 1Q 2023). Revenue: JP¥22.4b (up 12% from 1Q 2023). Net income: JP¥571.0m (down 6.2% from 1Q 2023). Profit margin: 2.6% (down from 3.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,571, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 174% over the past three years.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,576, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 208% over the past three years.
お知らせ • Jun 26GMB Corporation to Report Q1, 2024 Results on Aug 14, 2023GMB Corporation announced that they will report Q1, 2024 results on Aug 14, 2023
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥2,238, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 244% over the past three years.
Valuation Update With 7 Day Price Move • May 22Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,238, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 95% over the past three years.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥230 (vs JP¥125 in FY 2022)Full year 2023 results: EPS: JP¥230 (up from JP¥125 in FY 2022). Revenue: JP¥87.2b (up 22% from FY 2022). Net income: JP¥1.21b (up 84% from FY 2022). Profit margin: 1.4% (up from 0.9% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16GMB Corporation, Annual General Meeting, Jun 23, 2023GMB Corporation, Annual General Meeting, Jun 23, 2023.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 27%After last week's 27% share price gain to JP¥1,749, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 190% over the past three years.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,201, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 110% over the past three years.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥952, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 96% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 3.3% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥819, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: JP¥32.89 (vs JP¥33.39 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.89 (down from JP¥33.39 in 3Q 2022). Revenue: JP¥22.5b (up 32% from 3Q 2022). Net income: JP¥174.0m (down 1.1% from 3Q 2022). Profit margin: 0.8% (down from 1.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 26GMB Corporation to Report Q3, 2023 Results on Feb 14, 2023GMB Corporation announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥125 (vs JP¥26.95 in 2Q 2022)Second quarter 2023 results: EPS: JP¥125 (up from JP¥26.95 in 2Q 2022). Revenue: JP¥21.5b (up 18% from 2Q 2022). Net income: JP¥663.0m (up 367% from 2Q 2022). Profit margin: 3.1% (up from 0.8% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Outside Director Noriaki Hadano was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 15+ 1 more updateGMB Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023GMB Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 87,000 million, operating profit to be JPY 600 million, net income to be JPY 900 million and basic earnings per share to be JPY 170.52.
お知らせ • Oct 31GMB Corporation to Report Q2, 2023 Results on Nov 14, 2022GMB Corporation announced that they will report Q2, 2023 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 9.9% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.1%).
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥116 (vs JP¥38.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥116 (up from JP¥38.62 in 1Q 2022). Revenue: JP¥20.0b (up 15% from 1Q 2022). Net income: JP¥609.0m (up 200% from 1Q 2022). Profit margin: 3.0% (up from 1.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jul 17GMB Corporation to Report Q1, 2023 Results on Aug 10, 2022GMB Corporation announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 23Full year 2022 earnings released: EPS: JP¥125 (vs JP¥60.02 loss in FY 2021)Full year 2022 results: EPS: JP¥125 (up from JP¥60.02 loss in FY 2021). Revenue: JP¥71.4b (up 24% from FY 2021). Net income: JP¥660.0m (up JP¥975.0m from FY 2021). Profit margin: 0.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 21+ 3 more updatesGMB Corporation Provides Earnings Guidance for the Fiscal Year Ended March 31, 2023GMB Corporation provided earnings guidance for the fiscal year ended March 31, 2023. For the year, the company expects Net sales to be JPY 80,000 million, Operating profit to be JPY 1,200 million, Net income to be JPY 300 million and Basic earnings per share to be JPY 56.92.
お知らせ • May 19GMB Corporation to Report Fiscal Year 2022 Results on May 20, 2022GMB Corporation announced that they will report fiscal year 2022 results on May 20, 2022
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Full-Time Audit & Supervisory Board Member Makoto Miyauchi was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 5.6% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.0%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥33.39 (up from JP¥40.14 loss in 3Q 2021). Revenue: JP¥17.1b (up 15% from 3Q 2021). Net income: JP¥176.0m (up JP¥387.0m from 3Q 2021). Profit margin: 1.0% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 01+ 1 more updateGMB Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022GMB Corporation provided dividend guidance for the fiscal year ending March 31, 2022. The company expects to pay year-end dividend of JPY 10.00 per share for the fiscal year ending March 31, 2022, compared with JPY 0.00 per share paid for the fiscal year ended March 31, 2021.
Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥26.95 (vs JP¥81.54 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥18.2b (up 61% from 2Q 2021). Net income: JP¥142.0m (up JP¥570.0m from 2Q 2021). Profit margin: 0.8% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.